Franklin Resources stock jumps on revenue beat, despite EPS miss

Published 02/05/2025, 16:40
Franklin Resources stock jumps on revenue beat, despite EPS miss

Investing.com -- Franklin Resources, Inc. (NYSE:BEN) reported second-quarter earnings that missed analyst estimates, but revenue significantly exceeded expectations, sending shares up 4.5% in trading.

The global investment management firm posted adjusted earnings per share of $0.47 for the quarter ended March 31, 2025, falling short of the $0.50 consensus estimate. However, revenue came in at $2.11 billion, handily beating analyst expectations of $1.6 billion.

Franklin Resources saw its assets under management (AUM) decline 2% quarter-over-quarter to $1.54 trillion, primarily due to $26.2 billion in long-term net outflows. The company noted that excluding its Western Asset Management unit, it recorded $7.4 billion in long-term net inflows.

"Today’s complex market environment underscores the value of diversification and global scale in our business," said Jenny Johnson, President and CEO of Franklin Resources. "As a leading manager of public and private assets, we continue to see progress across our business, with gross sales increasing across all asset classes in our second fiscal quarter."

The company’s ETF business saw its 14th consecutive quarter of positive net flows, attracting $4.1 billion with record high AUM. Additionally, Franklin Resources’ institutional pipeline of won-but-unfunded mandates rose by $2.3 billion to $20.4 billion, its highest level since 2022.

Revenue for the quarter was down 2% YoY, while adjusted operating income decreased 10% to $377.2 million compared to the same period last year. The company’s adjusted operating margin contracted to 23.4% from 25.2% in the year-ago quarter.

Franklin Resources repurchased 0.5 million shares of its common stock for a total cost of $10 million during the quarter.

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